rotki
8.8#1 in portfolio management softwareFrom €25 a monthFree planWebAPILinuxmacOS
Visit| Fact | rotki | Sharesight |
|---|---|---|
| Founded | 2017 | 2006 |
| Free plan | Yes | Yes |
| Product | rotki is an open-source, self-hosted portfolio manager, accounting and analytics tool focused on privacy. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
rotki suits people who want to track crypto assets and accounting data locally, with exchange access through read-only API keys. It may also fit users who need portfolio and tax reports or support for listed DeFi protocols.
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.